> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an invoice

> Draft an invoice with line items, finalize it, and record what the customer pays

<Badge color="green">New</Badge>

Click **Invoices** in the sidebar, then **New invoice**.

## Fill in the details

Pick the **Customer** the invoice bills. Set a **Due date** if the invoice has
one, and change the **Currency** if it is not in your usual one. **Notes** and
**Terms** appear on the invoice; they start from the defaults in
[Invoice settings](/admin-guide/organization/invoice-settings), and you can
edit them for this invoice.

<Note>
  The currency is fixed once the invoice is saved with line items. Choose it
  before you save.
</Note>

## Add line items

Each line takes a **Description**, a **Qty** and a **Unit price**. The line
amount and the invoice total update as you type. Click **Add line item** for
another line, use the arrows to move a line up or down, and the trash icon to
remove it. An invoice needs at least one line.

## Save the draft

Click **Save draft**. The invoice opens on its own page with its number and a
**Draft** badge. Your customer can't see a draft; it has no share link until it
is finalized. Click **Edit** to change it.

## Finalize it

Click **Finalize** on the draft and confirm. The invoice becomes **Open**, its
bill-to details and line items lock, and its share link appears.

<Warning>
  A finalized invoice can't go back to draft or be edited. To correct one,
  void it and create a replacement.
</Warning>

## Record a payment

On an open invoice, click **Record payment**, enter the amount received and
the date it arrived, and confirm. The amount starts at what is still owed.
Once recorded payments cover the total, the invoice becomes **Paid**.

To cancel an open invoice, click the **⋯** button next to **Record payment**,
then **Void invoice**. To write one off as unpayable, click
**Mark uncollectible** instead. Neither can be undone.
